The Economist editor @ArchieHall says trillions in AI capex may be helping drive a bond shock that could finally push housing prices lower if rates keep rising: "We're having a bit of a shock in the bond market right now, a lot of which is oil, some of which maybe is government debt, some of which maybe is AI capex and data center spending crowding out government borrowing." "The last time there was a big interest rate shock in the rich world was 2022, 2023. The housing market in most…